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Tax Planning
Tax planning refers to our review of your tax return to identify potential planning opportunities - both now and in the future - to keep your lifetime tax liability as low as possible. This is different than tax preparation (usually done by your CPA or an online service like TurboTax), which is focused on keeping you compliant with what the government thinks you owe each year.
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Financial Planning
Here's what Financial Planning means to us: Getting a clear picture, of the whole picture, and making deliberate wise decisions that accomplish your goals.
We will help you pull all of he financial puzzle pieces together, and help you see clearly where you stand and more importantly, where you're headed. With a plan, decisions are made with more confidence and we feel more confident about our present and future.
3
Wealth Management
Your wealth is made up of more than just your investment portfolio. At Henderson Financial Group, we consider all components of your weatlh, even if we aren't managing them: Real Estate, Insurance, Investments, Personal Assets, Business Ownership, and more!
Let us show you how it all fits together
Your financial confidence will come from having a plan.
Here’s what financial planning means to us:
Getting a clear picture, of the whole picture, and making deliberate wise decisions that accomplish your goals.
Our advisors have obtained the following rigorous financial designations specifically to serve you:
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“When we have a plan of action that considers all the pieces of your financial life, coupled with modeling both desired and undesired outcomes, we are better able to handle the unexpected life changes and market events that will inevitably happen. With the right plan and the Lord's guidance, all will be well.”
- Ray Henderson, CFP®, CLU®, ChFC®, CASL®, RICP®
Having your financial life well planned will give you the clarity that creates confidence. It takes time. We’ll get you organized. We'll advise you on what you need to do. We'll help your dreams become a reality. It'll be hard work, but it'll be worth it.
Your financial confidence is our only objective.